+317.2%
ADP vs VO
+197.6%
+119.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.3% |
| 7D | +0.3% | +2.9% | -2.7% | -2.3% |
| 30D | +11.6% | +1.0% | +10.6% | +10.3% |
| 3M | +15.1% | -1.7% | +16.8% | +16.4% |
| 6M | +46.0% | +6.7% | +39.3% | +36.9% |
| YTD | +22.4% | +14.0% | +8.4% | +7.7% |
| 1Y | +24.5% | +13.7% | +10.8% | +9.7% |
| 3Y | +44.8% | +65.8% | -21.0% | -11.3% |
| 5Y | +49.1% | +36.6% | +12.5% | +9.2% |
| All | +317.2% | +197.6% | +119.6% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling